Schear Investment Advisers, LLC: 13F holdings
CIK 19628382026Q2
| Positions | 83 |
|---|
| Reported value | $299.0m |
|---|
| Filed | 2026-07-27 |
|---|
Change since last quarter
| Positions | 83 (+6 vs prior quarter) |
|---|
| Reported value | $299.0m (+31.8%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| MU MICRON TECHNOLOGY INC | 28,700 | $33.1m | 11.1% |
| NVDA NVIDIA CORPORATION | 92,102 | $18.4m | 6.2% |
| AMD ADVANCED MICRO DEVICES INC | 29,871 | $17.4m | 5.8% |
| AVGO BROADCOM INC | 38,961 | $14.7m | 4.9% |
| GEV GE VERNOVA INC | 11,998 | $14.1m | 4.7% |
| GOOGL ALPHABET INC | 39,022 | $13.9m | 4.7% |
| LLY ELI LILLY & CO | 7,178 | $8.6m | 2.9% |
| AAPL APPLE INC | 29,166 | $8.4m | 2.8% |
| MOD MODINE MFG CO | 27,236 | $7.3m | 2.4% |
| CAT CATERPILLAR INC | 6,794 | $7.2m | 2.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1962838")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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